Filed October 20, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,622 | $78,422-29.1% | $95,952-42.0% | $79,858-30.3% |
| Participation rate | 62.1% | 73.5%-11.4pp | 77.1%-15.0pp | 69.6%-7.6pp |
| Annual return | 12.26% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,084 | $1,945-44.2% | $2,541-57.3% | $2,471-56.1% |
| Participant deferral / active EE | $1,681 | $3,440-51.1% | $4,167-59.7% | $3,740-55.1% |
| Admin fee / account holder | $18,917 | $5,622+236.5% | $6,795+178.4% | $5,306+256.5% |